See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,594 | $77,503-34.7% | $100,391-49.6% | $80,856-37.4% |
| Participation rate | 94.7% | 76.9%+17.8pp | 81.5%+13.3pp | 67.6%+27.1pp |
| Annual return | 14.63% | 37.20%-22.6pp | 49.20%-34.6pp | 35.59%-21.0pp |
| Employer contribution / active EE | $2,811 | $2,801+0.4% | $3,942-28.7% | $2,755+2.0% |
| Participant deferral / active EE | $11,875 | $6,820+74.1% | $8,082+46.9% | $4,296+176.4% |
| Admin fee / account holder | $4,093 | $5,897-30.6% | $7,899-48.2% | $6,918-40.8% |